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KFA Private Wealth Group, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFA Private Wealth Group, LLC on IVV, newest first. How the timeline and the estimate are built.

KFA Private Wealth Group, LLC held 92,473 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 92,473 shares
    Change vs previous 13F -283 shares

    16.66% of the 13F portfolio, value $70,821,156.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 92,756 shares
    Change vs previous 13F -20,339 shares

    16.73% of the 13F portfolio, value $69,464,289.

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 113,095 shares
    Change vs previous 13F +1,484 shares

    17.73% of the 13F portfolio, value $73,875,368.

    13F-HR 0001172661-26-001517 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 111,611 shares
    Change vs previous 13F +15,128 shares

    18.59% of the 13F portfolio, value $76,446,568.

    13F-HR 0001172661-26-000027 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 96,483 shares
    Change vs previous 13F -396 shares

    18.45% of the 13F portfolio, value $64,576,161.

    13F-HR 0001172661-25-004161 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 96,879 shares
    Change vs previous 13F -798 shares

    18.64% of the 13F portfolio, value $60,152,174.

    13F-HR 0001172661-25-002711 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 97,677 shares
    Change vs previous 13F +20,289 shares

    19.21% of the 13F portfolio, value $54,884,648.

    13F-HR 0001172661-25-001601 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 77,388 shares
    Change vs previous 13F not available

    19.08% of the 13F portfolio, value $45,556,820.

    13F-HR 0001172661-25-000314 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).